SANATOGA PA – It’s income tax season once again, and Family Services of Montgomery County – which operates offices in Sanatoga and Eagleville PA – has help to offer low- to moderate-income taxpayers who need assistance in preparing their tax returns.
The agency again this year is joining with the Montgomery County Asset Building Coalition and the Internal Revenue Service (IRS) to provide free income tax prep help through the Volunteer Income Tax Assistance (VITA) program to individuals and families who earn less than $54,000 annually.
Appointments are required and being accepted now for tax assistance sessions scheduled to be held:
- Mondays and Tuesdays from 5-8 p.m., and Saturdays from 9 a.m. to 1 p.m., at Family Services, 1976 E. High St.; and
- Thursdays from 5-8 p.m. at the Family Services’ Eagleville office, 3125 Ridge Pike.
To schedule an appointment at either, call Family Services at 610-326-1610.
The IRS trains and certifies all VITA volunteers to prepare and electronically file income tax forms. VITA volunteers can assist clients in claiming special credits and refunds. “We can help put money back in your pocket,” said Lupe Hernandez, Family Services’ VITA site coordinator. “By filing your taxes through VITA, not only will you save money in filing fees, but you’ll also receive your tax refund as soon as possible.”
Those taking advantage of VITA will be asked to bring to their appointment a form of photo identification, such as a driver’s license or state-issued identification card, and Social Security cards and birth dates for themselves, their spouse and all dependents.
They also should bring wage and earning statements (Forms W-2, 1099, or unemployment statements) from all employers, health insurance statements (Forms 1095-A, 1095-B or 1095-C), interest and dividend statements from banks, total amounts paid for day care and the day care provider’s identification number, Form 8332 or a copy of a divorce decree if you are a non-custodial parent claiming a child, bank routing numbers and account numbers for direct deposit, other relevant information about income and expenses, and a copy of last year’s federal and state returns (if available).
If a couple is filing jointly, both must be present to sign the tax return.
Individuals or families with a combined income under $62,000 also have an opportunity though Family Services, for free and without an appointment, to prepare and file their own federal and state taxes online, here. The website is powered by H&R Block, and sponsored by Walmart and the United Way.
For more information on Family Services tax preparation programs, call 610-326-1610.
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